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Stratos Investment Management’s Coca-Cola KO Stock Holding History

Stratos Investment Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03M Buy
39,842
+3,169
+9% +$240K 0.12% 108
2025
Q4 		$2.56M Buy
36,673
+4,295
+13% +$299K 0.1% 116
2025
Q3 		$2.15M Sell
32,378
-193
-0.6% -$13.3K 0.09% 132
2025
Q2 		$2.3M Buy
32,571
+2,655
+9% +$189K 0.11% 129
2025
Q1 		$2.14M Buy
29,916
+5,886
+24% +$393K 0.11% 118
2024
Q4 		$1.5M Sell
24,030
-683
-3% -$44.6K 0.09% 115
2024
Q3 		$1.78M Sell
24,713
-5,977
-19% -$409K 0.12% 105
2024
Q2 		$1.95M Buy
30,690
+2,150
+8% +$133K 0.16% 101
2024
Q1 		$1.75M Sell
28,540
-2,511
-8% -$151K 0.17% 95
2023
Q4 		$1.83M Buy
31,051
+194
+0.6% +$11K 0.22% 87
2023
Q3 		$1.73M Buy
30,857
+2,408
+8% +$144K 0.26% 78
2023
Q2 		$1.71M Buy
28,449
+2,341
+9% +$146K 0.26% 76
2023
Q1 		$1.62M Buy
26,108
+691
+3% +$41.8K 0.27% 76
2022
Q4 		$1.62M Sell
25,417
-1,401
-5% -$84.6K 0.29% 78
2022
Q3 		$1.5M Sell
26,818
-1,844
-6% -$115K 0.3% 76
2022
Q2 		$1.8M Buy
28,662
+545
+2% +$34.5K 0.34% 72
2022
Q1 		$1.74M Buy
28,117
+3,159
+13% +$192K 0.29% 76
2021
Q4 		$1.48M Buy
24,958
+421
+2% +$23.4K 0.23% 85
2021
Q3 		$1.29M Buy
24,537
+6,317
+35% +$352K 0.22% 88
2021
Q2 		$986K Buy
18,220
+2,767
+18% +$151K 0.27% 72
2021
Q1 		$815K Sell
15,453
-4,287
-22% -$216K 0.26% 75
2020
Q4 		$1.08M Buy
19,740
+598
+3% +$30.9K 0.34% 71
2020
Q3 		$945K Buy
19,142
+1,934
+11% +$93K 0.34% 69
2020
Q2 		$769K Buy
17,208
+8,144
+90% +$375K 0.33% 66
2020
Q1 		$401K Buy
+9,064
New +$490K 0.21% 77

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Investment Management's KO Position: Q1 2026 in Review

Stratos Investment Management increased its Coca-Cola (KO) stake by 8.6% in Q1 2026, buying an estimated $240K and bringing the position to 39,842 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #108.

Stratos Investment Management first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stratos Investment Management held 39,842 shares of Coca-Cola worth $3.03M as of Q1 2026.
  • Stratos Investment Management bought 3,169 Coca-Cola shares in Q1 2026, an estimated $240K.
  • Coca-Cola made up 0.12% of Stratos Investment Management's portfolio in Q1 2026, its #108 holding.
  • Stratos Investment Management first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.